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Manage Assigned Orders ​

Who This Is For ​

Staff members who need to review assigned orders and complete only the actions allowed for their access level.

Before You Start ​

  • You must already be invited and joined to the company
  • Make sure you can open the shared home area
  • Know that some order actions stay manager-controlled

Steps ​

  1. Open the staff home area.
  2. Go to the Orders tab.
  3. Open the assigned order you need to work on.
  4. Review the order details, customer information, schedule, and instructions.
  5. Complete the action that is available to your staff role.
  6. Use Bids when your work involves bid activity.
  7. Return to the order after the manager updates the next step, if needed.
Rendering diagram...

What Happens Next ​

  • You can finish the parts of the order that are available to you
  • Manager-controlled actions stay in the manager flow
  • The order can move forward once the required work is complete

If This Doesn't Work ​

  • If the order is not visible, refresh the Orders list
  • If an action is missing, it may be manager-controlled or outside your permissions
  • If you cannot open the order, confirm that you are using the correct staff account

Contact Support When ​

  • You cannot see an assigned order that your manager says exists
  • The order shows the wrong permissions for your role
  • You need access changed so you can complete the assigned work